Client Onboarding Coordinator Jobs
By John Hancock At Halifax, Nova Scotia, Canada
Strong negotiation, relationship management and organizational skills.
Previous experience in project management would be valuable in this role.
Post-secondary education or equivalent work experience.
401k knowledge or certification is an asset.
Effectively manage the implementation during the onboarding cycle while partnering with both client and internal/external team members.
You obsess about customers, listen, engage, and act for their benefit.
Client Partner, Post-Sale (Remote)
By Undertone At Ontario, Canada
A minimum of 2 of digital media experience in a client facing role
Strong knowledge of digital campaign metrics and goals (i.e. - CTR, CPA, etc.)
Experience managing client communication and expectations in a deadline-driven environment
3rd party reporting / tagging experience preferred
Experience working in Salesforce preferred
Act as single point of contact for daily client communication
Client Success Specialist / Full Time (Remote)
By Lumos Stratgy At Cumberland, Subdivision D, Nova Scotia, Canada
Previous experience in a client-facing role, such as customer success, account management, or sales.
Stay up-to-date with industry trends and best practices in client success management.
Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
Excellent problem-solving and critical-thinking abilities, with a proactive and solution-oriented mindset.
Ability to manage multiple client relationships simultaneously, prioritize tasks, and meet deadlines.
Strong analytical skills, with the ability to analyze data and draw actionable insights.
Onboarding Specialist, Ease Cloud Accounting Services (Remote)
By MNP At Burlington, Ontario, Canada
Experience working with practice management software
Accounting certificate or bachelor’s degree in commerce or business administration (accounting, finance or MIS major) considered an asset
3 years of customer support related experience
Clear understanding of bookkeeping and internal finance processes
Experience or desire to work with cloud-based accounting software (Xero, QBO)
Experience with software integrations (Dext, Wagepoint, PayEdge)
Client Partner, Retail (Remote)
By Undertone At Ontario, Canada
Support account stability and ensure client retention through excellent customer service and exceptional communication skills
A minimum of 2 years of digital media experience in a client facing role. Preferably in Retail Media
Strong knowledge of Omni-channel KPI’s and goals
Superior communication (written and verbal) and presentation skills
Managing the day-to-day relationships with our retail clients to ensure we exceed their goals and expectations
Build strategic RFP responses with a solutions-driven and consultative approach

Are you looking for an exciting opportunity to join a fast-growing company as a Remote Client Onboarding Specialist? We are looking for a motivated and organized individual to join our team and help us onboard new clients. You will be responsible for ensuring that our clients have a smooth onboarding experience and that all of their needs are met. If you are passionate about customer service and have excellent communication skills, then this could be the perfect job for you!

Overview:

A Remote Client Onboarding Specialist is responsible for onboarding new clients to a company’s services. This includes providing support and guidance to clients throughout the onboarding process, ensuring that all necessary steps are taken to ensure a smooth transition. The Remote Client Onboarding Specialist must be able to effectively communicate with clients, both in person and remotely, and be able to troubleshoot any issues that arise.

Detailed Job Description:

The Remote Client Onboarding Specialist is responsible for onboarding new clients to a company’s services. This includes providing support and guidance to clients throughout the onboarding process, ensuring that all necessary steps are taken to ensure a smooth transition. The Remote Client Onboarding Specialist must be able to effectively communicate with clients, both in person and remotely, and be able to troubleshoot any issues that arise. The Remote Client Onboarding Specialist must be able to manage multiple clients and projects simultaneously, and must be able to work independently with minimal supervision.

What is Remote Client Onboarding Specialist Job Skills Required?

• Excellent communication skills, both written and verbal
• Ability to troubleshoot and resolve technical issues
• Ability to manage multiple clients and projects simultaneously
• Ability to work independently with minimal supervision
• Knowledge of customer service principles and practices
• Knowledge of customer onboarding processes
• Knowledge of software applications and systems

What is Remote Client Onboarding Specialist Job Qualifications?

• Bachelor’s degree in a related field
• At least two years of experience in customer service or onboarding
• Experience with customer service software and systems
• Knowledge of customer service principles and practices
• Knowledge of customer onboarding processes
• Knowledge of software applications and systems

What is Remote Client Onboarding Specialist Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of customer onboarding processes
• Knowledge of software applications and systems
• Knowledge of customer service software and systems

What is Remote Client Onboarding Specialist Job Experience?

• At least two years of experience in customer service or onboarding
• Experience with customer service software and systems

What is Remote Client Onboarding Specialist Job Responsibilities?

• Onboard new clients to a company’s services
• Provide support and guidance to clients throughout the onboarding process
• Ensure that all necessary steps are taken to ensure a smooth transition
• Effectively communicate with clients, both in person and remotely
• Troubleshoot any issues that arise
• Manage multiple clients and projects simultaneously
• Work independently with minimal supervision